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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,983 | $62,589-21.7% | $76,768-36.2% | $64,173-23.7% |
| Participation rate | 56.0% | 72.8%-16.8pp | 77.0%-21.0pp | 69.6%-13.6pp |
| Annual return | -9.29% | -1.95%-7.3pp | 2.43%-11.7pp | 7.63%-16.9pp |
| Employer contribution / active EE | $2,827 | $1,832+54.3% | $2,485+13.8% | $2,381+18.7% |
| Participant deferral / active EE | $5,717 | $3,145+81.8% | $3,852+48.4% | $3,470+64.8% |
| Admin fee / account holder | $4,346 | $4,667-6.9% | $6,675-34.9% | $4,887-11.1% |